WLTG

Wealthtrust DBS LNG TRM GRWETF
UnclassifiedUSCUSIP 26923N801◍ Confluence graph
Tracked 13F Holders
9
-1 QoQ
13F Value (tracked)
$58.0M
13F Moves · latest Q
4 added
2 trimmed
Recent Filings
0

Who owns WLTG?

9 tracked 13F filers

9 tracked 13F filers disclose a position in WLTG as of the latest SEC 13F filings, a combined $58.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1WealthTrust Asset Management, LLC
$50.0M
1.3M
~0%
Added · +541 sh
Q2 2026
2NEW WAVE WEALTH ADVISORS LLC
$5.1M
135K
+48%
Added · +44K sh
Q2 2026
3Expressive Wealth LLC
$989K
26K
−0.1%
Reduced · −35 sh
Q2 2026
4GTS SECURITIES LLC
$606K
18K
New
+18K sh
Q1 2026
5Atria Investments, Inc
$345K
9K
−20%
Reduced · −2K sh
Q2 2026
6Advisors Preferred, LLC
$309K
8K
New
+8K sh
Q2 2026
7MGO ONE SEVEN LLC
$269K
7K
+8.6%
Added · +568 sh
Q2 2026
8Summit Financial, LLC
$246K
7K
−20%
Reduced · −2K sh
Q2 2026
9JPMORGAN CHASE & CO
$159K
5K
New
+5K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is WLTG being bought or sold by institutions?

Last quarter, 2 funds opened a new position in WLTG and 2 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
2
funds
Reduced
2
funds
Exited
0
funds

Funds that own WLTG also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA6 funds$639.3M
APPLE INCAAPL6 funds$553.2M
MICROSOFT CORPMSFT6 funds$390.2M
SS SPDR S&P 500 ETF TRUST-USSPY6 funds$380.9M
AMAZON.COM INCAMZN6 funds$319.5M
BROADCOM INCAVGO6 funds$275.3M
JPMORGAN CHASE & COJPM6 funds$205.3M
META PLATFORMS INC-CLASS AMETA6 funds$185.6M
SPDR GOLD SHARESGLD6 funds$167.5M
TESLA INCTSLA6 funds$129.9M
JOHNSON & JOHNSONJNJ6 funds$127.0M
TAIWAN SEMICONDUCTOR-SP ADRTSM6 funds$125.4M

Ranked by how many of WLTG's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

7 funds+4 since Q3 2024
0510Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $57.2M

Share classes

Class13F holdersValue held
ACVFmc56 funds$39.6M
VSLUMF Closed and MF Open50 funds$449.4M
FEPImc46 funds$28.0M
MSTUT-REX 2X LONG MS38 funds$12.6M
TSPYTAPPALPHA SPY GR29 funds$40.5M
AIPIREX AI EQUITY PR23 funds$6.9M
XRPRREX OSPREY XRP23 funds$5.4M
DYFIIDX DYNAMIC FIXE19 funds$58.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in WLTG

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/WLTG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for WLTG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for WLTG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.